Templates

Introduction

Templates are a powerful tool that enable senders to quickly create a new transaction by using a previous one as a blueprint. When a transaction has been saved as a template, it can be used as an archetype for any subsequently created transaction.

Creating Signature Placeholders

A signature placeholder is useful if the identity of a signer will be determined at a later time. This is often true when a template is created. A placeholder can be assigned to a signature field just as if one were assigning a regular signer. However, all placeholders must be replaced by real signers before a transaction is distributed for signing. Because a signature placeholder has no email address, they are identified by an ID.

The following code snippets illustrate how to create a signature placeholder.

Creating a Transaction from a Template

It's easy to create a transaction from an existing template.

You take the template as a starting point, and can then override whichever of its settings you want. You can create an independent transaction object, populate it with your overriding settings, and pass this in your call to instantiate the template.

The following code samples illustrate how to create a transaction from a template while specifying values for placeholders.